| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 2,440 | $288,713 | $300,827.6 | $12,114.6 | 4.2% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 1,264 | $114,105.07 | $154,574.56 | $40,469.49 | 35.47% |
Jonathan Chatfield LM Advisors LLC | 12,644 | $1.46M | $1.55M | $96,641.55 | 6.64% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 8,911 | $711,495.2 | $1.1M | $390,349.95 | 54.86% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 7,974 | $630,812.49 | $975,141.26 | $344,328.77 | 54.58% |
Alan Gilmore Private Wealth Management Group, LLC | 3,948 | $427,900.56 | $490,499.52 | $62,598.96 | 14.63% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 4,360 | $402,651.92 | $537,631.6 | $134,979.68 | 33.52% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 10,380 | $799,994.16 | $1.29M | $490,395.54 | 61.3% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 1.16M | $104.82M | $144.36M | $39.54M | 37.72% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 1,796 | $191,453.6 | $223,188.92 | $31,735.32 | 16.58% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 48 | $5,679.98 | $5,963.52 | $283.54 | 4.99% |
Jennifer Lutz Trademark Financial Management, LLC | 20,345 | $1.73M | $2.53M | $802,056.83 | 46.44% |
Robert R Schulz Schulz Wealth, LTD. | 4,404 | $470,956.55 | $544,928.94 | $73,972.39 | 15.71% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,330 | $105,536.62 | $161,568.4 | $56,031.78 | 53.09% |
| JDM Jeffrey D Matchett-Robles Gordian Advisors LLC | 4,817 | $365,138.45 | $595,622.05 | $230,483.6 | 63.12% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 5,508 | $621,979.44 | $669,222 | $47,242.56 | 7.6% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 42,269 | $3.25M | $5.17M | $1.92M | 59.22% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 3.66M | $282.12M | $449.3M | $167.18M | 59.26% |
Tammy Trenta FF Advisors,LLC | 2,184 | $231,820.68 | $270,663.12 | $38,842.44 | 16.76% |
Seth Hodes Able Wealth Management LLC | 15,759 | $1.36M | $2M | $639,253.99 | 46.87% |